Helping Wealthy Individuals and Families Reach Their Goals and Dreams
Private Clients We Serve
Mason serves high-net-worth individuals, families, and corporate executives who need more than a generalist approach. Our clients come to us at pivotal moments—retirement, major transitions, concentrated equity, complex planning needs—and trust us to get it right.
Specialized Practice Areas
We work with each client to create customized plans and portfolios, and we apply our knowledge and experience to help identify and address your areas of concern and opportunity. Some of our specialized practice areas include:
Helping corporate executives understand and maximize potential compensation
Mason has deep roots in corporate-sponsored benefits programs, helping senior executives understand their total compensation package, including the potential tax ramifications of changes to compensation. Many executives receive a significant portion of their compensation in company equity which can result in a very large, concentrated position. We help develop a strategy and plan to diversify your portfolio while remaining highly attuned to taxes.
Helping women with their unique personal and professional concerns
A one size fits all approach is never the answer, especially given the particular challenges women may face. From life’s joyous events, such as marriage, a new job, and the arrival children or grandchildren, to difficult transitions, including juggling the demands of parenthood and the concerns of aging parents, divorce, or widowhood, we are there for you throughout your life journey.
Helping individuals and families build financial clarity across generations
Whether you are building wealth, protecting it, or preparing to pass it on, Mason brings the depth and discipline your financial life deserves. We work with individuals and families navigating the full complexity of financial planning — retirement income, investment management, tax strategy, estate planning, and charitable giving — as one integrated, cohesive plan. Our low advisor-to-client ratio means you always have a team that knows your situation, your goals, and your family by name.
Two disciplines. One trusted team.
Financial Planning and Investment Management, Built Around You
Mason offers financial planning and investment management as distinct services, so you can engage with us in the way that makes the most sense for your situation. Some clients come to us for both. Others need one more than the other. Either way, the approach is the same: deeply personalized and built around your goals.
Financial Planning
A financial plan is a roadmap of where you stand today and a step-by-step guide for where you want to go. Mason’s planners start by getting to know you, not filling out a standard questionnaire.
Then we build a plan around your actual life.
What to Expect
Investment Management
Once you know what you’re working toward, we manage your portfolio to get you there — using an informed, research-driven process and no proprietary products. We build it around your goals, not ours.
What to Expect
We’d Love to Hear From You
Let’s Start a Conversation
Whether you’re leading an institution or planning for your family’s future, we’re here to listen, answer your questions, and help you think through what comes next.